The Addresses tab on the Card Detail window allows you to store addresses for cards in the system. Addresses can be stored for any type of card.
An address can be one or more of the following types:
- Accounts: the address of the card's accounts department.
- Delivery: the address to be used for delivering goods.
- Physical: the card's actual physical address.
- Postal: the card's postal address.
A single address can belong to more than one type. For example, a card's delivery address and physical address might be the same, but their postal address might be different.
Buttons on this tab
Button | Description |
|---|---|
New | Creates a new address. |
Delete | Deletes the selected address. |
Export | Exports the selected address. |
Print Preview | Shows a print preview of the list of addresses. |
Fields on this tab
Field | Description |
|---|---|
Name | This field contains any name associated with the address. This might be the name of the contact person (for physical addresses) or the name of the organisation (for postal addresses). |
Street 1-4 | These fields contain the street address details. |
Suburb | Click on the arrow to the right of the field to bring up a list of Australian and New Zealand suburbs. |
Accounts / Delivery / Physical / Postal | These flags let you set the type of this address. A single address can have more than one type, and a card can have more than one address of a particular type. |
Delivery Run | If this is a delivery address, this field can be used to specify the delivery run that it belongs to. |
Travel Time Minutes | This field can be used to specify the travel time in minutes. |
Charge Travel Time | If this is checked, travel time to and from this address will be charged to the card. |
Notes | This allows you to enter notes for this address. |
Cards can have a number of addresses.
For more information about the fields on this screen, see Card address.
To add an address:
In the navigation panel, go to Relationships then Cards. The Cards list displays.
- Search for and select the card for which you want to add the address. See Finding a card for more information on finding a card.
Click the Addresses tab for the card. The addresses already stored in the system are displayed in the list.
- Click New in the Addresses tab to create a new address.
- Enter the address information.
- Name of the address
- Street address details
- Suburb (Readysell will fill in the state and postcode)
- Type of address (Accounts, Delivery, Physical, Postal; you can select any combination)
- Delivery information
- Any notes that need to be added for the address
- Optionally, you can associate a contact person with this address. For example:
- If the address is a postal address, the contact person's name will appear on mailings sent to this address.
- If the address is a delivery address, the contact person might be the person responsible for accepting and processing deliveries.
- if the address is a physical address, the contact person might be the person responsible for machines at this address.
- When you have finished, click Save.
- Repeat the steps if you have more than one address that needs to be set up for each card.